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How to Organize IEP’s

Organizing Individual Education Plan (IEP) documents and goals is crucial for ensuring efficient implementation and tracking progress. In this blog post you will find some ideas (and resources) on how you can effectively organize your IEP documents and goals. Happy reading!

Digital Folder System

Create a dedicated folder on your computer or cloud storage for each student’s Individualized Education Plan (IEP). Within each folder, categorize documents into subfolders like “Assessment Reports,” “Goals,” “Progress Reports,” “Visual Schedules,” and “Behavior Plan.” This helps you quickly locate specific information as soon as it’s needed.

Student Binders

Individual IEP student binder- recommended for small caseloads
Individual IEP student binder- recommended for small caseloads

Keep physical binders for each student containing printed copies of their IEP documents and anything that you ever scanned to upload to your IEP system. Use dividers to separate sections such as “Goals,” “Supporting Documents,” and “Progress Reports.” This allows for easy reference during meetings and quick updates. This more for self contained or co-teacher teachers with a smaller caseload. If you are a resource/SDI teacher, your caseload is usually bigger. I would recommend a binder per grade level of a ” IEP at a Glance” for each student. This can be shared with the students’ general education teacher and or you can keep to pull out as needed.

IEP Binders
IEP Binders

 Goal Tracking Sheet

https://shop.simplyspecialed.com/product/special-education-data-sheets-bundle-print-digital-editable

Developing a spreadsheet or table to track each student’s goals. Include columns for the goal description, target date, progress updates, and comments. This sheet can be regularly updated and shared with parents and team members.

In my Pre-K class, I put printed paper data sheets in these huge envelope folders with the items I need to help take data. For example, if a student has a language goal, I would have language pictures cards for probing. If you have a bigger caseload, you may use a digital one like this or a google form you create specifically for that student and his or her goals.

Individual student folders with data sheet and activities
Individual student folders with data sheet and activities
Keep track of parent communication
Keep track of parent communication

IEP Snapshot Document

Simply Special Ed has this awesome online editable version . I love to include pictures on mine.
Simply Special Ed has this awesome online editable version. I love to include pictures on mine.

Create a concise one-page summary of each student’s IEP goals, accommodations, and key information. This snapshot can be printed and kept readily available for quick reference.

I create IEP snapshots or “IEPs at a Glance” sheets to share with my co-teacher and para professionals. Teacher with a bigger caseload can create these documents for general education teachers, specials teachers and or substitute teachers.

Hand written IEP at a Glance
Hand written IEP at a Glance- I usually add a photo.

Electronic Calendar Reminders

Set up electronic calendar reminders for goal target dates, progress report due dates, and IEP meetings. This ensures you stay on top of important timelines and commitments.

In addition, Set a recurring schedule to review each student’s IEP documents and goals. This ensures that you stay updated on progress, make necessary adjustments, and maintain a proactive approach. Be intentional with adding this to your calendar!!

Color Coding Systems

IEP tabs organize and color coded
IEP tabs organize and color coded

Assign different colors to various components of the IEP, such as goals, accommodations, and assessment reports. This visual cue can help you quickly locate specific information within documents. Added plus- It looks pretty!

Remember, the key to effective organization is consistency. Choose an approach that suits your preferences and workflow, and make sure to maintain regular upkeep of your IEP documents and goals. You’ve got this! More on color coding your classroom here and for information on color coding your data sheets click here.

So easy! It automatically prompts you to create your own copy.
So easy! It automatically prompts you to create your own copy.

FREE DOWNLOAD

Use this FREE preference assessment to learn about student interests to include in the IEP! This helps for a more well rounded IEP should the student ever leave you or your district. This is a free download!

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Hi amazing teachers!
I'm Alyssa Shanahan -- a former Elementary Special Ed & Life Skills teacher. My classroom focus was always to keep things simple, increase communication, and build independence. Simply Special Ed's goal is to help teachers and students reach their full potential in and out of the classroom!

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